See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,559 | $71,883-6.0% | $86,677-22.1% | $68,494-1.4% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -18.62% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,007 | $2,173-7.6% | $2,836-29.2% | $2,596-22.7% |
| Participant deferral / active EE | $2,236 | $3,779-40.8% | $4,656-52.0% | $4,027-44.5% |
| Admin fee / account holder | $698 | $6,112-88.6% | $7,493-90.7% | $5,403-87.1% |